Omni Ophthalmic Management Consultants 401(K) Profit Sharing Plan — Form 5500 plan (Omni Ophthalmic Management Consultants LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Omni Ophthalmic Management Consultants 401(K) Profit Sharing Plan is a benefit plan reported by Omni Ophthalmic Management Consultants LLC under EIN 22-3768675 and plan number 001. The latest loaded filing year is 2023. The filing reports 691 participants and $37,196,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Omni Ophthalmic Management Consultants LLC
- EIN
- 22-3768675
- Plan number
- 001
- Plan type
- 2
- Location
- Iselin, NJ
- Latest filing year
- 2023
- Participants
- 691
- End-of-year plan assets
- $37,196,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 691 | H, C | 20241003104654NAL0010427633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,196,157
- Net assets (EOY)
- $37,196,157
- Net assets (BOY)
- $30,561,929
Income & contributions
- Employer contributions
- $944,603
- Participant contributions
- $2,336,272
- Total contributions
- $3,868,321
- Total income / additions
- $9,591,330
Expenses & distributions
- Benefits paid
- $2,818,810
- Administrative expenses
- $138,292
- Total expenses
- $2,957,102
- Net increase / (decrease)
- $6,634,228
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hauser Retirement Solutions LLC | INVESTMENT ADVISORY - PLA | $72,950 | not reported in the loaded dataset | 2023 |
| John Hancock Trust Company LLC | RECORDKEEPER | $63,265 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $5,250 | not reported in the loaded dataset | 2023 |
| Planned Retirement Consultants | TPA | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Omni Ophthalmic Management Consultants LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Iselin, NJ
- Hauser Retirement Solutions LLC — Schedule C compensation
- John Hancock Trust Company LLC — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Planned Retirement Consultants — Schedule C compensation